Portfolio Management Dynamics
Kim and her colleague structured their roles to ensure they each managed a diverse portfolio, balancing both private and public assets. This approach allowed them to act as effective fiduciaries while fostering collaboration and fluidity in their investment strategies. They emphasized the importance of critical thinking in asset allocation, challenging each other to consider different perspectives and opportunities.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
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